Fiduciary Jobs in Indiana

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United States
Contract, Full-time

Title: Estate and Document Attorney Job Responsibilities: - Collaborate with tax and wealth management teams to provide estate planning services to clients. - Engage with clients directly, either virtually or in-person, to assess and confirm their estate planning needs. - Produce estate planning documents,...

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Posted On Sep 01, 26
Full-time 1 views Experience : 3-5 yrs required

firm is seeking an experienced and highly qualified Probate/Estate Planning Paralegal to join our dynamic legal team of other estate planning/probate paralegals. In this role, you will provide essential support in managing estate planning with an emphasis on probate matters,...

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Full-time 3 views

Title: Attorney Job Responsibilities: - Provide expert legal advice and representation in the areas of estate planning, business transactions, litigation, and family law. - Engage in comprehensive legal research and analysis to support client cases and transactions. - Prepare and draft legal documents, including...

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Full-time 1 views

Title: Associate Attorney Job Responsibilities: - Provide legal advice to clients on probate filing and process, estate planning, and creating wills and trusts. - Assist in LLC setup and deed transferring on property. - Conduct legal research and draft and review contracts and other...

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Posted On Aug 12, 26
Full-time Experience : 1-3 yrs required

Title: Legal Assistant Job Responsibilities: The Legal Assistant at the law firm will support the Elder Law Group by providing essential administrative and clerical assistance to attorneys and paralegals. The primary areas of focus include elder law, estate planning, and estate administration....

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Full-time 6 views Experience : 11-20 yrs required

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client is responsible for delivering sophisticated tax compliance, consulting, and planning services to a clientele that includes individuals, multi-generational families, fiduciaries, and other entities. The role requires...

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Full-time 20 views Experience : 1-3 yrs required

Attorney Job Responsibilities - Draft wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and related legal documents. - Support probate and trust administration processes, including the preparation of necessary filings and maintaining client communication. - Assist clients with asset protection strategies and...

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Posted On Aug 15, 26
Full-time Experience : 1-5 yrs required

Title: Legal Secretary / Legal Administrative Assistant Job Responsibilities: - Process client payments and maintain accurate financial records. - Prepare client correspondence, legal letters, invoices, and other office communications. - Schedule appointments and manage attorney calendars, court dates, and filing deadlines. - Prepare and format...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 7 yrs required

Title: Senior Managing Advisor, Wealth Advisory Job Responsibilities: - Lead and serve on a team of Wealth Management professionals serving high-net-worth clients. - Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies, which include: - Financial Planning...

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Posted On Sep 07, 26
Full-time 7 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist serves as a critical advisor within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This role involves collaboration with various service lines to deliver comprehensive solutions...

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Posted On Sep 07, 26
Full-time 1 views Experience : 5-10 yrs required

Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve on a team of Wealth Management professionals dedicated to high-net-worth clients. - Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies, which include: - Financial Planning - Retirement Planning - Investment Management...

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Full-time 12 views Experience : Min 6 yrs required

that include, but are not limited to: - Providing expert counsel to clients on estate planning, trust and estate administration, and fiduciary services. - Managing general corporate... matters, with an emphasis on contract drafting and business succession planning. - Collaborating with a team...

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Posted On Aug 04, 26
Full-time Experience : 1-2 yrs required

us Law firm is a boutique firm practicing probate, elder law, and estate planning and administration in Indiana and Illinois. Job Title Probate Paralegal Job Responsibilities The Probate Paralegal is responsible for assisting attorneys with the administration of decedents' estates, guardianships, and related probate matters...

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Posted On Aug 10, 26
Full-time Experience : Min 2 yrs required

Title: Legal Assistant – Estate Planning, Probate & Elder Law Job Responsibilities: - Assist the senior paralegal and attorney in preparing estate planning documents, including wills, trusts, deeds, and business formation documents. - Assist with deed preparation and electronic recording. - Gather client information...

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Posted On Aug 25, 26
Full-time Experience : Min 1 yrs required

will engage directly with clients, focusing on federal estate, gift, Generation-Skipping, and fiduciary income tax. Experience in... estate planning, real estate, corporate, and non-profit is advantageous but not court pleadings, proposed orders, and and receive correspondence with clients....

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